What are the responsibilities and job description for the Transaction Advisory Services (TAS) Tax Associate position at KSM (Katz, Sapper & Miller)?
We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. Through our deep experience across multiple disciplines and industries, we provide our clients with the inspiration, insight, and technical expertise they need to achieve great things.
Our firm is rooted in entrepreneurialism and committed to excellence – for our employees, our clients, and our communities. At KSM, you’ll be empowered to hone your skills and develop your interests. You’ll feel valued and cared for – and challenged – in a fun, collegial environment where you’re appreciated as an individual with singular talents. Our vision for you is that you come to work every day and do your very best work to realize your full potential as a professional and as a person.
Headquartered in Indianapolis, we have multiple offices and serve an impressive roster of clients across the nation who count on us to be their trusted advisors.
Position Summary:
Katz, Sapper & Miller (KSM) has a Tax Associate opportunity to join their growing Transaction Advisory Services (TAS) team. The TAS Tax Associate is a crucial team member that will ensure engagements are executed timely, guarantee client expectations are met (if not exceeded), and support the overall delivery of the TAS team strategy. This individual will report to a manager within the Tax TAS practice and be a key member in helping the TAS team continue to grow.
Responsibilities:
- Operates as a member of multiple deal teams, assisting in tax due diligence, and supporting our private equity and strategic acquirer clients. This role will be a tax contact for individual tax diligence engagements and will work alongside the financial diligence team and with the tax technical leaders.
- Communicates engagement status with both the financial diligence deal team and technical tax leaders. Key topics of communication can include open tax requests or more paramount items such as tax exposure or structuring items.
- Ensures deal milestones are progressing according to pre-determined timelines
- Monitors, aggregates and analyzes target tax data
- Liaison with the various technical tax diligence leaders including federal, state, and local, sales tax to understand and mitigate potential issues.
- Assists in assessing tax risks and opportunities while providing guidance to both strategic and private equity buyers and sellers on different tax strategies for acquisition, disposition, and restructuring of businesses.
- Aids in reviewing and analyzing acquisition agreements and merger agreements and participates in reps and warranties calls where needed.
- Strong writing skills that succinctly describe potential risks and tax exposures.
- Assists with tax modeling on projects specific to the subject transaction.
- In down time, researches relevant tax updates and rulings, ensuring clients understand the latest proposed or enacted developments in tax legislation and industry standards.
- This individual will help draft articles on the latest tax diligence findings and research that could be shared on the internet.
Requirements/Qualifications:
- Bachelor’s Degree from an accredited college or university is required.
- CPA eligible, MST a plus
- Excellent verbal and written communication skills
- Strong Excel skills preferred
- Strong project management skills and highly analytical
- Familiarity with the M&A process & market
- Capable of working in a demanding, deadline-driven environment (either independently or within a team dynamic) while effectively managing unexpected issues and/or questions in a professional manner
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.
KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.
